CPE Sponsor Information
No matter where you are in your career, we offer many courses to meet your needs and your clients’ needs. Our robust courses are led by superior instructors who care about your professional success and your clients’ satisfaction. After full completion of courses, we'll report CPE as follows.
CPE Credit Reporting Guidelines
In order for us to report your education credits to the appropriate agencies, please confirm that your
applicable designations and
PTIN are connected to your
NATP account. Designations will also show after your name on certificates, name badges, etc.
PLEASE NOTE: You can only earn credit for each course once during the calendar year. If you complete two courses with the same content in the same calendar year, only one completion will be reported to the CPE sponsoring organizations.
Internal Revenue Service (IRS)
If you provide an active, valid PTIN to NATP, we are required to electronically submit any eligible credits you earn to the IRS. While we make multiple attempts to collect PTINs, the IRS states that it is the responsibility of the PTIN holder to provide their PTIN to CPE providers.
For courses completed during the first three quarters of the calendar year (January through September), CPE providers are required to submit CPE to the IRS once a quarter. NATP makes every effort to submit more frequently than is required (typically monthly) during this time.
For courses completed during the fourth quarter of the calendar year (October through December), CPE providers are required to submit CPE to the IRS within 10 business days of completion.
If the PTIN you have provided NATP is rejected by the IRS, we will attempt to contact you to correct the information NATP has on file. This will delay the successful submission of your CPE to the IRS. The most common reason for rejection is that the last name on the PTIN account does not match the name NATP has on file. The name and PTIN you provide to NATP must match the information in the PTIN system. You can update your PTIN account information
by mail .
You can monitor the status of your CPE credits in your
online PTIN account . Please note that any excess update credits earned will apply to your federal tax law credit requirement. While this will NOT be reflected in your online account, it is standard IRS practice.
Please call the PTIN Account Information Line at 877-613-7846 (Monday through Friday, 8 a.m. to 5 p.m. CST) if you have a PTIN account-specific question.
California Tax Education Council (CTEC)
If you are a CTEC Registered Tax Preparer and you have provided NATP with a CTEC ID, we will electronically submit any eligible credits you earn to CTEC.
CTEC does not allow partial credit for a course.
All CTEC-approved providers are required to submit credits electronically to CTEC within 30 business days between Jan. 16 and June 30, and within 10 business days of completion for any other period during the year in which the student completes the course.
State Boards of Accountancy
NATP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Our sponsor number will appear on any certificate you earn that is eligible for NASBA credit.
Most, but not all, state boards will honor credits earned through sponsors registered with NASBA. State boards have the final authority on acceptance of individual courses for CPE credit. NATP does not report to state boards. Most Certified Public Accountants are required to self-attest to credits earned and are required to retain certificates of completion as documentation in the event of a random audit by their state board.
Please contact your state board if you have any questions about course eligibility and CPE.
If you are a CFP® professional and you have provided NATP with your CFP Board ID, we will electronically submit any eligible credits you earn to the CFP Board. It is important to note that not all NATP courses or delivery methods are eligible for CFP Board credit. Please refer to each individual course’s CPE details for more information. CFP Board information will also be listed on your certificate if a course is eligible.
CFP Board Registered sponsors are required to report attendance within 14 days of program completion.
CPE Sponsor Disclosures
The National Association of Tax Professionals (NATP) is registered with the Return Preparer Office, Internal Revenue Service, as a provider of continuing professional education for those individuals enrolled to practice before the Internal Revenue Service (Enrolled Agents). Sponsor Number: 2QHXS.
The National Association of Tax Professionals (NATP) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
www.nasbaregistry.org . Sponsor Number: 103009
To view contact information for the state boards of accountancy, please visit:
The National Association of Tax Professionals (NATP) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC registered tax preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at PO Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at 877-850-2832 or on the Internet at
www.ctec.org . Sponsor Number: 1067
The National Association of Tax Professionals (NATP) has entered into an agreement with the CFP Board and is a CFP-Board Registered CE Sponsor. Sponsor Number: 382.